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Savings and Investments

Guide to Investing

With current deposit returns at all time low returns, most investors are now seeking to investment in savings and investment vehicles that will provide realistic returns over the medium to long term. In assessing our client’s needs, our initial meeting will centre on establishing the client’s attitude to risk and then aligning a fund that suits same. Once a client has shown a preference to a practical fund we will provide full details of the costs involved, the risk and indeed the volitiveity that each fund manager will work within.

If Guarantees are provided on any product, we will product detail of the nature of the guarantee being provided on a deposit based structure or indeed a loan note. Serious consideration needs to be taken on the nature of each guarantee being provided and whether this is to your satisfaction.